Stock Gifts

Episcopal School of Nashville gratefully accepts gifts of publicly traded and privately held stock which may be directed to our Annual Fund First initiative, or through our Planned Giving Program. Our Tax ID is (EIN): 46-5055942.

Making a Gift of Securities

We are grateful for your interest in supporting Episcopal School of Nashville through a gift of appreciated securities. Gifts of stock can provide significant tax advantages while supporting our mission to cultivate a love of learning, a spirit of discovery, and a commitment to community in every student.

How to Make a Stock Transfer

  1. Notify the School: Before initiating your transfer, please notify our Director of Development, Judi North, so we can identify your gift and properly acknowledge your contribution.

  2. Provide Transfer Instructions to Your Broker: Ask your broker to transfer the securities using the following information:

  • DTC Number: 0725

  • Account Name: Episcopal School of Nashville

  • Account Number: 59205542

  • Broker Contact: James Hundley

  • Phone: 615-690-4125

  • Email: james.hundley@raymondjames.com

Important Notes

  • Please include the donor’s name in the transfer instructions or notify the school directly so we can ensure accurate tracking and tax acknowledgment.

  • The value of your gift is determined by the average of the high and low trading price of the securities on the date they are received in our account.

  • Episcopal School of Nashville is a 501(c)(3) nonprofit organization. Gifts are tax-deductible to the extent allowed by law.